+202.0%
WMB vs IONS
-18.9%
+220.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.6% | +4.4% | +0.9% |
| 7D | +8.1% | -29.6% | +37.7% | +9.8% |
| 30D | -6.9% | -35.6% | +28.7% | -4.9% |
| 3M | -5.1% | -51.7% | +46.6% | -1.4% |
| 6M | -5.7% | -64.0% | +58.3% | -0.5% |
| YTD | +18.1% | -65.5% | +83.5% | +24.9% |
| 1Y | +18.4% | -62.4% | +80.8% | +24.4% |
| 3Y | +122.7% | -41.1% | +163.8% | +121.8% |
| 5Y | +202.0% | -16.5% | +218.5% | +190.7% |
| All | +202.0% | -18.9% | +220.9% | +190.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling